iShares Core S&P U.S. Value ETF

iShares Core S&P U.S. Value ETF

About

iShares Core S&P U.S. Value ETF (US4642876639) is a US-listed equity ETF tracking the S&P 900 Value Index. With a expense ratio of 0.04%, it ranks among the lowest-cost options in its category, paying distributions. The fund holds 743 positions across 1 region with 26.2B in assets, with heavy concentration — 100% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 9.3 Tracking Difference: 8.9 · TD Consistency: — · Expense Ratio: 10.0
Liquidity (25%) 10.0 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker IUSV
ISIN
Fund Size $26.2B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jul 2000
Base Currency USD
Index S&P 900 Value Index
Asset Class Equities
Category Factor Equity

Costs

9.3
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.04%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +22.59%
3 Years +16.81%
5 Years +10.78%
10 Years +11.96%
YTD +8.01%
Since Inception +8.56%

Holdings

This fund invests into 743 individual investments.
#1
Apple Inc
7.14%
#2
Amazon.com Inc
3.67%
#3
Intel Corp
2.07%
#4
Exxon Mobil Corp
1.86%
#5
Walmart Inc
1.68%
#6
Tesla Inc
1.40%
#7
Costco Wholesale Corp
1.38%
#8
Bank of America Corp
1.20%
#9
UnitedHealth Group Inc
1.19%
#10
Procter & Gamble Co/The
1.14%
View all holdings (50)
# Holding Ticker Weight
1 Apple Inc AAPL 713.94%
2 Amazon.com Inc AMZN 366.81%
3 Intel Corp INTC 206.51%
4 Exxon Mobil Corp XOM 186.35%
5 Walmart Inc WMT 167.52%
6 Tesla Inc TSLA 139.77%
7 Costco Wholesale Corp COST 137.72%
8 Bank of America Corp BAC 119.70%
9 UnitedHealth Group Inc UNH 118.79%
10 Procter & Gamble Co/The PG 114.24%
11 Home Depot Inc/The HD 108.53%
12 Chevron Corp CVX 106.04%
13 Texas Instruments Inc TXN 95.86%
14 Merck & Co Inc MRK 91.75%
15 JPMorgan Chase & Co JPM 90.97%
16 Western Digital Corp WDC 83.91%
17 Wells Fargo & Co WFC 82.06%
18 Visa Inc V 79.73%
19 Citigroup Inc C 79.60%
20 QUALCOMM Inc QCOM 77.75%
21 Linde PLC LIN 77.25%
22 Johnson & Johnson JNJ 73.59%
23 Cisco Systems Inc CSCO 72.39%
24 Analog Devices Inc ADI 69.23%
25 AbbVie Inc ABBV 67.38%
26 PepsiCo Inc PEP 63.30%
27 Verizon Communications Inc VZ 61.80%
28 NextEra Energy Inc NEE 58.92%
29 Walt Disney Co/The DIS 58.85%
30 General Electric Co GE 58.43%
31 Coca-Cola Co/The KO 58.14%
32 Thermo Fisher Scientific Inc TMO 56.33%
33 Eaton Corp PLC ETN 53.42%
34 Abbott Laboratories ABT 50.24%
35 AT&T Inc T 49.89%
36 Union Pacific Corp UNP 49.71%
37 BlackRock Funding Inc/DE BLK 49.40%
38 Oracle Corp ORCL 48.92%
39 Charles Schwab Corp/The SCHW 48.91%
40 Deere & Co DE 48.29%
41 Honeywell International Inc HON 47.42%
42 Marvell Technology Inc MRVL 47.02%
43 Pfizer Inc PFE 46.87%
44 ConocoPhillips COP 42.82%
45 Prologis Inc PLD 42.75%
46 Mastercard Inc MA 42.55%
47 CVS Health Corp CVS 40.92%
48 Capital One Financial Corp COF 40.91%
49 Lowe's Cos Inc LOW 40.65%
50 Salesforce Inc CRM 40.51%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 2051.00%
Financials 1585.00%
Industrials 1167.00%
Health Care 1109.00%
Consumer Discretionary 1052.00%
Consumer Staples 871.00%
Energy 664.00%
Utilities 433.00%
Materials 400.00%
Real Estate 363.00%
Communication Services 287.00%
Unknown 19.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9982.00%
UNKNOWN 18.00%
Feedback
ETFs
Basket
Compare